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Charts

Judah Sali
  • Updated

Use charts to summarize and display information captured in a form.

Menu

Click chart-icon.svg Chart in any Activity page to open the chart editor. Click again to close the chart.

Click Chart to view the chart.

Check Save to save the chart settings. 

Click Edit to make changes to the chart settings.

Click Hide to hide the chart settings editor.

Chart type

  • Line chart: Draw a line through each value.
  • Bar chart: Show a bar for each value. Select Stacked to show one bar for each X-Axis value.
  • Pie chart: Show the value as a percentage of the total. 
  • Scatter plot: Plot every data point.

Chart method

  • Total: If there is more than one data point, sum the values.
  • Average: If there is more than one data point, average the values.
  • Count: Count the number of records. No Y-Axis selection is necessary.

Scatter plot requires no chart method because every point is plotted.

Chart axes

  • X-Axis data: Select the field to display on the X-Axis (horizontal).
    • Day, Week, Month, Year: If the X-Axis is a date, select how precise the X-Axis should be. Week is Sunday to Saturday.
  • Split the Y-Axis into multiple series: Divide a single Y-Axis field into multiple series based on the value in a different field. 
  • Y-Axis data: Select up to three fields to display as series on the Y-Axis (vertical). Only numeric fields can be selected.

Query

Use the Queries, filters and columns to define which records will be charted. Only selected columns can be charted. Only data that has been retrieved will be charted. If not all records have been retrieved, click the "Click to load all" link.

Examples

A car dealership records sales in a form that captures the Salesperson name, Make of the car, Sale date, Sale price, and Delivery fee.

  1. Total sales by day
    • Type: Line or Bar
    • Method: Total
    • X-Axis: Sale date with the Day option selected.
    • Y-Axis: Sale price
  2. Total revenue by salesperson
    • Type: Bar (Stacked)
    • Method: Total
    • X-Axis: Salesperson name
    • Y-Axis: Sale price, Delivery fee
  3. Sales by month for each make of car
    • Type: Line
    • Method: Total
    • X-Axis: Sale date with the Month option selected.
    • Split the Y-Axis into multiple series: Make of the car
    • Y-Axis: Sale price
  4. Proportion of sales contributed by each salesperson
    • Type: Pie
    • Method: Total
    • X-Axis: Salesperson name
    • Y-Axis: Sale price
  5. Number of cars sold by make
    • Type: Line or Bar
    • Method: Count
    • X-Axis: Make of car

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